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FINNY vs Catchlight
Short answer: FINNY is best for advisors who want ai-sourced prospects and automated, personalized outreach; Catchlight is best for firms prioritizing leads and referrals they already have. On price, FINNY is $50/advisor/mo + 20 bps on sourced assets and Catchlight is From $2,500/yr (as of October 22, 2026). Book demos of both and test them on your real workflow.
| FINNY | Catchlight | |
|---|---|---|
| What it is | AI growth officer for advisors that finds money-in-motion prospects, ranks them with an F-Score and runs outreach. | Organic growth platform that helps financial firms prioritize prospects. |
| Best for | Advisors who want AI-sourced prospects and automated, personalized outreach | Firms prioritizing leads and referrals they already have |
| Category | Prospecting & lead gen | Prospecting & lead gen |
| Free option | None listed | None listed |
| Starting price | $50/advisor/mo + 20 bps on sourced assets | From $2,500/yr |
| Key capabilities |
|
|
| Skip it if | You grow mainly by referral and don't want an ongoing revenue share. | You don't have a list of leads or referrals to prioritize yet. |
| Details | FINNY overview | Catchlight overview |
| Visit FINNY Get a FINNY demo | Visit Catchlight Get a Catchlight demo |
About FINNY
FINNY says its AI scans millions of households for signals such as a new home, a job change, an inheritance or a retirement, and ranks each match with an F-Score for likelihood to convert. Its agent drafts personalized messages, market updates and articles in your voice and runs multi-channel campaigns and follow-ups, which you can approve before they go out. It won Best AI Marketing and Lead Generation Technology at the Wealthies in 2025 and 2026, and says it maintains an ongoing SOC 2 Type 2 examination program.
Check before choosing FINNY
- Model the 20 bps trail against your fee on a typical new client
- Have compliance review automated outreach and content
- Ask how sourcing is attributed (FINNY uses custodial data)
About Catchlight
Catchlight markets an organic growth platform for wealth management, insurance and banking, using data to help firms make faster decisions about prospects, with a Salesforce integration.
Check before choosing Catchlight
- The small-firm plan is annual
- Ask how data is sourced and refreshed
- Check fit with your CRM
FAQ
FINNY vs Catchlight: which is better for financial advisors?
FINNY is best for advisors who want ai-sourced prospects and automated, personalized outreach; Catchlight is best for firms prioritizing leads and referrals they already have. On price, FINNY is $50/advisor/mo + 20 bps on sourced assets and Catchlight is From $2,500/yr (as of October 22, 2026). Book demos of both and test them on your real workflow.
What is the difference between FINNY and Catchlight?
FINNY: AI growth officer for advisors that finds money-in-motion prospects, ranks them with an F-Score and runs outreach. Catchlight: Organic growth platform that helps financial firms prioritize prospects.
Is FINNY or Catchlight cheaper?
On price, FINNY is $50/advisor/mo + 20 bps on sourced assets and Catchlight is From $2,500/yr (as of October 22, 2026).